Rise Advisors’s American Financial Group AFG Stock Holding History

Rise Advisors’s Portfolio AFG Stock Details AFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-161	Closed	-$23.4K	–	130
2025 Q3	$23.4K	Buy	161 +1	+0.6%	+$133	0.01%	492
2025 Q2	$20.2K	Buy	160 +19	+13%	+$2.38K	0.01%	533
2025 Q1	$18.5K	Sell	141 -30	-18%	-$3.87K	0.01%	546
2024 Q4	$23.4K	Buy	171 +6	+4%	+$826	0.01%	550
2024 Q3	$22.3K	Buy	165 +1	+0.6%	+$130	0.01%	621
2024 Q2	$20.2K	Hold	164	–	–	0.01%	632
2024 Q1	$22.3K	Buy	+164	New	+$20.4K	0.01%	577
2023 Q2	–	Sell	-14	Closed	-$1.66K	–	680
2023 Q1	$1.66K	Buy	14 +1	+8%	+$132	﹤0.01%	594
2022 Q4	$1.81K	Hold	13	–	–	﹤0.01%	582
2022 Q3	$2K	Hold	13	–	–	﹤0.01%	524
2022 Q2	$2K	Buy	13 +1	+8%	+$141	﹤0.01%	531
2022 Q1	$2K	Hold	12	–	–	﹤0.01%	514
2021 Q4	$1.63K	Buy	+12	New	+$1.65K	﹤0.01%	558

Other funds holding AFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return